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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

Three Things to Know & Watch – 04 April, 2022

By Bill Hornbarger, Chief Investment Officer. This week marks the beginning of first-quarter earnings season.

Apr 11, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This week marks the beginning of first-quarter earnings…

Investment Strategy, Three Things
Plan for the Unexpected

Apr 7, 2022 –

When you think about financial planning, many think in terms of saving for college or retirement, or investing…

Education Planning
Wages, Prices, Wages, Prices

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President

Apr 5, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President The first quarter of 2022 came to an…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Asset Location Can Help Manage Large Mutual Fund Distributions

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Apr 5, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning If you own…

Tax Tip Tuesdays
Three Things to Know & Watch – 04 April, 2022

By Bill Hornbarger, Chief Investment Officer. On Wednesday, the Federal Open Market Committee releases the minutes of its last Fed meeting when the Fed raised rates from the 0% lower bound.

Apr 4, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch On Wednesday, the Federal Open Market Committee releases…

Investment Strategy, Three Things
March 30, 2022

By Tad Edwards, Chairman, CEO and President

Mar 30, 2022 –

Updates from Tad Edwards
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2022

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Mar 29, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Tax rules have generally remained unchanged,…

Tax Tip Tuesdays
Three Things to Know & Watch – 03 March, 2022

By Bill Hornbarger, Chief Investment Officer

Mar 28, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch OPEC+ will hold a virtual meeting this week…

Investment Strategy, Three Things
The Rebound Flounders

By Pete Biebel, Senior Vice President

Mar 28, 2022 –

By Pete Biebel, Senior Vice President Last week, the major averages were angling to add to their recent…

Investment Strategy, Market Commentary
Investments Insights Monthly – March 2022

By Bill Hornbarger, Chief Investment Officer

Mar 24, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Tax Tip Tuesday: SEP IRAs and Retirement Plan Reminders

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans

Mar 22, 2022 –

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans We’ve now gotten far enough into 2022 that…

Tax Tip Tuesdays
The Fed Hits the Brakes

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President

Mar 21, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Markets got back on track last week (following…

Investment Strategy, Market Commentary